Overview:

This report outlines our upgraded 2026 demand forecast for Broadcom’s AI ASIC business, specifically revising the Google TPU CoWoS wafer projection. In addition to this primary outlook, we provide a detailed assessment of the secondary pipeline, analyzing the development roadmaps and supply chain allocations for Meta, OpenAI, and Apple.

 Table of Contents:

  • Broadcom CoWos Demand revised upward
  • Secondary pipeline: Meta, OpenAI, Apple Outlook


Published Date: Dec, 2025